Feature Ideas

Hi guys, It seems that lots of my clients don't actually READ the question I pose, and always think that I am asking for support docs. Would it be possible at all, that when I ask them to update the Customer, or the Class etc, that a coloured box appears around the dropdown for the information I am requesting? Something like this: This would also be really great when there are transactions where I need a lot of info - frequently I need the account, the customer, the class, and the support documentation. If each of these could be highlighted in a different colour, at least they would see all of the spots that I need them to fill in the blanks! Is anything like this possible?

I'd like to be able to download internal comments to a PDF or Excel. This would allow me to keep track of how many "review points" my team member has in a given time period. If you have another way for us to track accuracy by team member, I'd love to hear it!

We need an Overview screen that shows us all clients' monthly close statuses for the year. We are having to do this manually. Xenett's Client List screen is not sufficient.

Ability to track admin time, to pause time, management of time (I.e. lock time periods, approve time, and etc.) Personal timer always able to be seen like next to the comments or new button. Easily able to see personal time for the day. Only Admin able to see all time while staff can only see their own time.

Ability to press mark all as read or resolve all notifications under the bell

I think it would be nice if you could make a small forever comment on the Balance sheet or p&l. FOr an example if march is high due to client buying extra supplies for something we could make a small comment that stays on that month and we would just hover on the amount for that month and line and it would appear there.

I am creating question templates, but I'd like to be able to create question groupings as well as arrange the order the questions are posted to the client. Groupings could be like "Onboarding questions", "Recurring Questions", and whatever other grouping names I'd like. This would be a similar format to creating a project where I can arrange the order of my sections and tasks but this would apply to how I create questions that are posted to my clients.

It would be good to have a warning for A/R and A/P saying billing or invoice over 30 days, 60 day and 90 days overdue. This way we can bring it to the attention of our clients.

The new PL features doesn’t allow us to show prior months in ascending order, can we PLEASE have this option? It’s available in the review financial section.

We receive absolutely to much notifications in that new feature please allow us to filter some things out. Also it takes WAY TO LONG to load

One big quality-of-life improvement that would make Xenett dramatically easier to use is persistent column customization. Right now, we can resize columns, choose which columns are visible, and move columns around — which is great — but those changes don’t stick. Every time we go back into a screen, we have to redo our preferred layout from scratch. If you have a specific workflow or layout that works best for your role, it’s frustrating to constantly rebuild it. What we’d love to see: Per-user saved layouts Let each user save their preferred column setup: Column order Column visibility (hide/show) Column width When we return to that screen, Xenett remembers our layout automatically. Optional firm-level / global layouts Allow admins to set a default “company standard” layout for key screens. Individual users could still tweak their own layout on top of that if needed. This becomes especially important as we approach year-end, particularly in the 1099 area. We often need to add extra columns to support our 1099 workflow. Without the ability to resize, move, and hide other columns in a way that persists, the screen becomes too wide and hard to work with. If we could set it up once and have Xenett remember it, that 1099 workspace would become genuinely game-changing for review and clean-up. In short: We already have good column tools. The missing piece is persistence: let us save and reuse layouts. Ideally: per-user saved views, plus optional firm-level defaults. This would take an already powerful tool and make it feel much more tailored, efficient, and sustainable for ongoing use.

Hi! We're hoping you could add a column in the 1099 module that would sync to the Track1099 export file - "Recipient's Second Name" column for the DBAs. Thank you!

Anyone who manages receipts for clients would benefit rather than having to use hubdoc or a similar service. If the clients could easily upload them into their portal, they could be stored in a receipt folder where we could add tags to them and attach them to a corresponding expense.

In addition to the list, we'd like to be able to view a calendar view of the items and maybe able to drag them to different days right from there. Is that something Xenett could do?

Many times, clients require a transaction total to be split across a couple of accounts and classes, and right now can only use comments to indicate that. Having the split option available would make their process more efficient and accurate, and increase their satisfaction with the Portal.